Settings and activity
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221 votes
Hi everyone, thank you for your continued passion, and sharing how having the ability to group or combine line items within an invoice would give you the control to present information to your clients in the best way for your business.
In lieu of a direct feature, while I appreciate it won’t fit all needs here, the inbuilt calculator may help in some cases to combine costs of multiple lines to one, and we appreciate there are some customers that have explored third-party apps with more extensive functionality for the time being to full-fill their needs.
We’re updating the status of this idea to Accepted - While this isn’t on our roadmap atm, we see the value in this suggestion and it’ll be considered as we plan our future roadmap. We’ll update this thread if we have any more news to share.
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Jason Romano
commented
I used to need this feature, but I no longer do. I was using Xero as our primary source for customer orders. Now I flipped things around and it's working much better. I am using a separate order management system. It creates an invoice directly in Xero and only includes the information that the customer needs to see. This, I think, is the best of both worlds. The order management system contains all the relevant data to support our SOPs and the invoices in Xero are focused the final products/services that are sold to the customers. This is working better for us rather than overloading the invoices to try to do it all.
Jason Romano
supported this idea
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@Thomas, We are using a custom built order management system in Airtable. A great thing about Xero (and Airtable) is the open API. We can manage a wholesale order in Airtable and track it through our entire production process. Then, through some automation when the order is fulfilled, we produce a draft invoice in Xero, which is then approved and sent normally through Xero.